February 2024
Late-in-life marriages can bring joy, companionship, and, in many situations, another chance at love.  Conversely, a late-in-life divorce might mean a dramatic shift for the future financial position of both parties.  Both situations come with unique financial and estate planning challenges.  Matters related to life insurance, retirement plans, accumulated wealth, estate planning, and future medical […]
C3 Financial Partners
February 2024
Late-in-life marriages can bring joy, companionship, and, in many situations, another chance at love.  Conversely, a late-in-life divorce might mean...
January 2024
Your support of a community organization is not just an act of generosity but can also be part of your...
December 2023
Our founder, Todd Healy, recently stumbled across this quote from Andy Rooney: “I’ve learned that life is like a roll...
November 2023
An area where C3 Financial Partners works with clients and their advisors is helping to create and implement a charitable...
October 2023
As legal, accounting, and financial advisors to high-net-worth and ultra-high-net-worth individuals, your role extends beyond traditional financial and estate planning. ...
September 2023
Life insurance can be a crucial financial tool that provides protection, security, and peace of mind for families and businesses. ...
FINRA Broker Check